See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,931 | $68,547-15.5% | $120,354-51.9% | $80,856-28.4% |
| Participation rate | 100.0% | 61.6%+38.4pp | 71.9%+28.1pp | 67.6%+32.4pp |
| Annual return | 10.88% | 23.60%-12.7pp | 107.15%-96.3pp | 35.59%-24.7pp |
| Employer contribution / active EE | $2,210 | $2,051+7.7% | $3,463-36.2% | $2,755-19.8% |
| Participant deferral / active EE | $6,089 | $3,173+91.9% | $4,991+22.0% | $4,296+41.8% |
| Admin fee / account holder | $9,927 | $5,732+73.2% | $9,423+5.4% | $6,918+43.5% |